KINNISON SUMNER
Sumner Wealth Management of Raymond James
As a Certified Exit Planning Advisor (CEPA®), Kinnison Sumner is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Kinnison Sumner - - Sumner Wealth Management of Raymond James - Charleston, South Carolina, city=Charleston, display_country=United States, hs_object_source_detail_1=Find a CEPA September 2025 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=james-sumner, lname=Sumner, designations=[CEPA], hs_object_source_id=enrollmentId:1960857128884;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202025/Sumner-Kinnison-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-September-2025.pdf, hs_createdate=1759498237828, cohortium_profile_title=Kinnison Sumner | Financial Advisor at Raymond James | CEPA Connect Member, state=South Carolina, id=35893910612, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Kinnison Sumner, email=kinnison.sumner@raymondjames.com, cohortium_meta_description=Connect with Kinnison Sumner, a specialized Financial Advisor working with Raymond James based in South Carolina., associated_contact_record_id=93734995307, website=https://www.raymondjames.com/kinnisonsumner/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20SEPTEMBER%202025/10258_Sumner_CEPA-Certificate-2025-September.pdf, is_editable=editable, url_slug_2=james-sumner, impersonate_user_url=https://exit-planning-institute.org/member-detail/james-sumner?impersonation=true, full_name=Kinnison Sumner, hs_lastmodifieddate=1766499785229, phone=+1 843-720-3518, company_name=Sumner Wealth Management of Raymond James, name=Kinnison, hs_object_id=35893910612, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=29401, status=Published, hs_updated_by_user_id=49055383}
- Advisor Type: Financial Advisor
- Website:
https://www.raymondjames.com/kinnisonsumner/ - Phone: +1 843-720-3518
- City: Charleston
- State: South Carolina
- Postal Code: 29401
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Sumner Wealth Management of Raymond James
